Refactor display exclusion for clarity purposes

models/intermediate/cross/int_ytd_mtd_aggregated_main_metrics_overview.sql

@@ -7,7 +7,7 @@
         "previous_year_MTD": "previous_year_mtd_total_revenue_in_gbp",
         "current_YTD": "current_ytd_total_revenue_in_gbp",
         "previous_YTD": "previous_ytd_total_revenue_in_gbp",
-        "requires_invoicing_data": true,
+        "display_exclusion": "INVOICING",
     },
     {
         "id_metric": 2,
@@ -17,7 +17,7 @@
         "previous_year_MTD": "previous_year_mtd_revenue_retained_post_resolutions_in_gbp",
         "current_YTD": "current_ytd_revenue_retained_post_resolutions_in_gbp",
         "previous_YTD": "previous_ytd_revenue_retained_post_resolutions_in_gbp",
-        "requires_invoicing_data": true,
+        "display_exclusion": "INVOICING",
     },
     {
         "id_metric": 3,
@@ -27,7 +27,7 @@
         "previous_year_MTD": "previous_year_mtd_total_guest_payments_in_gbp",
         "current_YTD": "current_ytd_total_guest_payments_in_gbp",
         "previous_YTD": "previous_ytd_total_guest_payments_in_gbp",
-        "requires_invoicing_data": false,
+        "display_exclusion": "NONE",
     },
     {
         "id_metric": 4,
@@ -37,7 +37,7 @@
         "previous_year_MTD": "previous_year_mtd_xero_operator_net_fees_in_gbp",
         "current_YTD": "current_ytd_xero_operator_net_fees_in_gbp",
         "previous_YTD": "previous_ytd_xero_operator_net_fees_in_gbp",
-        "requires_invoicing_data": true,
+        "display_exclusion": "INVOICING",
     },
     {
         "id_metric": 5,
@@ -47,7 +47,7 @@
         "previous_year_MTD": "previous_year_mtd_xero_apis_net_fees_in_gbp",
         "current_YTD": "current_ytd_xero_apis_net_fees_in_gbp",
         "previous_YTD": "previous_ytd_xero_apis_net_fees_in_gbp",
-        "requires_invoicing_data": true,
+        "display_exclusion": "INVOICING",
     },
     {
         "id_metric": 6,
@@ -57,7 +57,7 @@
         "previous_year_MTD": "previous_year_mtd_billable_bookings",
         "current_YTD": "current_ytd_billable_bookings",
         "previous_YTD": "previous_ytd_billable_bookings",
-        "requires_invoicing_data": false,
+        "display_exclusion": "NONE",
     },
     {
         "id_metric": 7,
@@ -67,7 +67,7 @@
         "previous_year_MTD": "previous_year_mtd_live_deals",
         "current_YTD": "current_ytd_live_deals",
         "previous_YTD": "previous_ytd_live_deals",
-        "requires_invoicing_data": false,
+        "display_exclusion": "NONE",
     },
     {
         "id_metric": 8,
@@ -77,7 +77,7 @@
         "previous_year_MTD": "previous_year_mtd_new_deals",
         "current_YTD": "current_ytd_new_deals",
         "previous_YTD": "previous_ytd_new_deals",
-        "requires_invoicing_data": false,
+        "display_exclusion": "NONE",
     },
     {
         "id_metric": 9,
@@ -87,7 +87,7 @@
         "previous_year_MTD": "previous_year_mtd_churning_deals",
         "current_YTD": "current_ytd_churning_deals",
         "previous_YTD": "previous_ytd_churning_deals",
-        "requires_invoicing_data": false,
+        "display_exclusion": "NONE",
     },
     {
         "id_metric": 10,
@@ -97,7 +97,7 @@
         "previous_year_MTD": "previous_year_mtd_waiver_payout_rate",
         "current_YTD": "current_ytd_waiver_payout_rate",
         "previous_YTD": "previous_ytd_waiver_payout_rate",
-        "requires_invoicing_data": true,
+        "display_exclusion": "INVOICING",
     },
     {
         "id_metric": 11,
@@ -107,7 +107,7 @@
         "previous_year_MTD": "previous_year_mtd_resolutions_payout_rate",
         "current_YTD": "current_ytd_resolutions_payout_rate",
         "previous_YTD": "previous_ytd_resolutions_payout_rate",
-        "requires_invoicing_data": true,
+        "display_exclusion": "INVOICING",
     },
     {
         "id_metric": 12,
@@ -117,7 +117,7 @@
         "previous_year_MTD": "previous_year_mtd_operator_revenue_per_billable_booking",
         "current_YTD": "current_ytd_operator_revenue_per_billable_booking",
         "previous_YTD": "previous_ytd_operator_revenue_per_billable_booking",
-        "requires_invoicing_data": true,
+        "display_exclusion": "INVOICING",
     },
     {
         "id_metric": 13,
@@ -127,7 +127,7 @@
         "previous_year_MTD": "previous_year_mtd_waiver_revenue_per_billable_booking",
         "current_YTD": "current_ytd_waiver_revenue_per_billable_booking",
         "previous_YTD": "previous_ytd_waiver_revenue_per_billable_booking",
-        "requires_invoicing_data": false,
+        "display_exclusion": "NONE",
     },
     {
         "id_metric": 14,
@@ -137,7 +137,7 @@
         "previous_year_MTD": "-1*previous_year_mtd_xero_waiver_paid_back_to_host_in_gbp",
         "current_YTD": "-1*current_ytd_xero_waiver_paid_back_to_host_in_gbp",
         "previous_YTD": "-1*previous_ytd_xero_waiver_paid_back_to_host_in_gbp",
-        "requires_invoicing_data": true,
+        "display_exclusion": "INVOICING",
     },
     {
         "id_metric": 15,
@@ -147,7 +147,7 @@
         "previous_year_MTD": "-1*previous_year_mtd_xero_host_resolution_amount_paid_in_gbp",
         "current_YTD": "-1*current_ytd_xero_host_resolution_amount_paid_in_gbp",
         "previous_YTD": "-1*previous_ytd_xero_host_resolution_amount_paid_in_gbp",
-        "requires_invoicing_data": true,
+        "display_exclusion": "INVOICING",
     },
     {
         "id_metric": 16,
@@ -157,7 +157,7 @@
         "previous_year_MTD": "previous_year_mtd_total_revenue_churn_rate",
         "current_YTD": "current_ytd_total_revenue_churn_rate",
         "previous_YTD": "previous_ytd_total_revenue_churn_rate",
-        "requires_invoicing_data": false,
+        "display_exclusion": "ONGOING_MONTH",
     },
     {
         "id_metric": 17,
@@ -167,7 +167,7 @@
         "previous_year_MTD": "previous_year_mtd_onboarding_mrr",
         "current_YTD": "current_ytd_onboarding_mrr",
         "previous_YTD": "previous_ytd_onboarding_mrr",
-        "requires_invoicing_data": false,
+        "display_exclusion": "ONGOING_MONTH",
     },
 ] %}
 with
@@ -189,7 +189,7 @@ with
                 {{ metric.id_metric }} as id_metric,
                 -- quotation marks added because text format
                 '{{ metric.name }}' as metric_name,
-                {{ metric.requires_invoicing_data }} as requires_invoicing_data,
+                '{{ metric.display_exclusion }}' as display_exclusion,
                 {{ metric.current_month_MTD }} as current_month_mtd,
                 {{ metric.previous_month_EOM }} as previous_month_eom,
                 {{ metric.previous_year_MTD }} as previous_year_mtd,

models/intermediate/cross/schema.yml

@@ -2538,13 +2538,19 @@ models:
         data_tests:
           - not_null
 
-      - name: requires_invoicing_data
+      - name: display_exclusion
-        data_type: boolean
+        data_type: string
         description: |
-          Flag to indicate if the metric requires invoicing data to be calculated.
+          Category to indicate if the metric requires a certain exclusion due 
+          to relying on not timely information.
           This will limit the display for reporting purposes.
         data_tests:
           - not_null
+          - accepted_values:
+              values:
+                - NONE
+                - INVOICING
+                - ONGOING_MONTH
 
       - name: current_month_mtd
         data_type: numeric

models/reporting/general/ytd_mtd_aggregated_main_metrics_overview.sql

@@ -4,7 +4,7 @@ with
     ),
     latest_dates_per_financial_year as (
         select dimension, financial_year, id_metric, max(date) as latest_available_date
-        from int_ytd_mtd_aggregated_main_metrics_overview
+        from int_ytd_mtd_aggregated_main_metrics_overview m
         where
             (
                 (
@@ -12,20 +12,18 @@ with
                     -- invoicing cycle and it is before the 20th of the month, if it
                     -- is the 20th of the month or after, only exclude the current
                     -- month.
-                    requires_invoicing_data = true
+                    display_exclusion = 'INVOICING'
                     and {{ is_date_before_20th_of_previous_month("date") }}
                 )
-                -- Keep all history for the rest of metrics
+                or (
-                or requires_invoicing_data = false
+                    -- Handle exclusion for Churn/MRR metrics: do not show them in the
-            )
+                    -- current
-            -- Handle exclusion for Churn/MRR metrics: do not show them in the current
+                    -- month.
-            -- month.
+                    display_exclusion = 'ONGOING_MONTH'
-            and not (
+                    and date_trunc('month', m.date) > date_trunc('month', current_date)
-                (
-                    lower(metric_name) like '%revenue%churn%rate%'
-                    or lower(metric_name) like '%onboarding%mrr%'
                 )
-                and date_trunc('month', "date") = date_trunc('month', current_date)
+                -- Keep all history for the rest of metrics
+                or display_exclusion = 'NONE'
             )
         group by dimension, financial_year, id_metric
     )